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County of Sam Mateo – Project Development Unit RFP Cost Management and Construction Estimating Services

REQUEST FOR PROPOSAL

On-Call Cost Management and Construction Estimating

Services

County of San Mateo Project Development Unit

Release Date: 7/21/2017

Responses are due and must be received

by 2:00 p.m. Pacific Daylight Time

on 8/21/2017


REQUEST FOR PROPOSALS

FOR

ON-CALL COST MANAGEMENT AND CONSTRUCTION

ESTIMATING SERVICES

PROPOSALS WILL NOT BE ACCEPTED AFTER

THE DUE DATE AND TIME POSTED

Note regarding the Public Records Act: Government Code Sections 6250 et seq., the California Public Records Act, defines a public record as any writing containing information relating to the conduct of the public business. The Public Record Act provides that public records shall be disclosed upon written request and that any citizen has a right to inspect any public record unless the document is exempted from disclosure.

Be advised that any contract that eventually arises from this Request for Proposal is a

public record in its entirety. Also, all information submitted in response to this Request

for Proposal is itself a public record without exception. Submission of any materials in

response to this Request for Proposal constitutes a waiver by the submitting party of

any claim that the information is protected from disclosure. By submitting materials, (1)

you are consenting to release of such materials by the County if requested under the

Public Records Act without further notice to you and (2) you agree to indemnify and hold

harmless the County for release of such information.


TABLE OF CONTENTS

SECTION I – GENERAL INFORMATION ..................................................................................................... 4

A. STATEMENT OF INTENT ................................................................................................................ 4

B. BACKGROUND................................................................................................................................. 4

C. THE REQUEST FOR PROPOSAL PROCESS ............................................................................ 4

SECTION II – SCOPE OF WORK ................................................................................................................ 4

A. DESCRIPTION .................................................................................................................................. 4

SECTION III – GENERAL TERMS AND CONDITIONS ............................................................................... 6

SECTION IV – REQUEST FOR PROPOSAL PROCEDURE ....................................................................... 9

A. CONTACT PERSON ......................................................................................................................... 9

B. TENTATIVE SCHEDULE OF EVENTS ............................................................................................ 9

C. SUBMISSION OF PROPOSALS .................................................................................................... 10

D. CONFIDENTIALITY OF PROPOSALS ........................................................................................... 10

E. PROPOSAL EVALUATION ............................................................................................................. 10

F. PROPOSAL RECOMMENDATION ................................................................................................ 11

G. NOTICE TO PROPOSERS ............................................................................................................. 11

H. PROTEST PROCESS ..................................................................................................................... 11

SECTION V – PROPOSAL SUBMISSION REQUIREMENTS ................................................................... 12

GENERAL INSTRUCTIONS ................................................................................................................... 12

A. COVER LETTER ............................................................................................................................. 12

B. SPECIFIED CONTENT AND DETAILED SEQUENCE OF INFORMATION IN THE RFP............. 12

C. TABBING OF SECTIONS ............................................................................................................... 13

SECTION VI – ENCLOSURES ................................................................................................................... 15


SECTION I – GENERAL INFORMATION

A. STATEMENT OF INTENT

As outlined in more detail in Section II – Scope of Work, this Request for Proposal (RFP) is for Cost

Management and Construction Estimating Services. These services include but are not limited to;

project budget verification, design phases estimates, construction cost analysis, change order

analysis and claim assistance. The requested services will be utilized on numerous of ground up

construction projects within the County of San Mateo under the Project Development Unit. The target

start date and term for the proposed services is subject to negotiation of a final agreement, through to

the completion of the project. PDU intends to bring under contract one to three on-call firms to start

provided services on an as-needed basis as contracts are executed.

B. BACKGROUND

The Project Development Unit (“PDU” or the “Department”) plans, designs, constructs, new County-

owned facilities to ensure they are safe and accessible to residents and clients of County agencies,

the general public, and County employees. PDU has approximately 11 projects ranging from $4

million to $100 million that will be completed over the next five years.

C. THE REQUEST FOR PROPOSAL PROCESS

This RFP seeks the submission of proposals to provide services from all interested and qualified

proposers. The County of San Mateo seeks, by way of this RFP, to obtain the listed services in a

manner that maximizes the quality of services, while also maximizing value to the County and, by

extension, the citizens of the County. Proposers must be able to demonstrate that they are capable of

performing the services requested. Such evidence includes, but is not limited to, the respondent's

demonstrated competency and experience in delivering services of a similar scope and type and local

availability of the proposer's personnel and equipment resources.

SECTION II – SCOPE OF WORK

A. DESCRIPTION

Firms(s) shall provide professional cost management and cost estimating services that reflect current

market conditions and that are applicable with code enforcement and environmental agencies, site

analysis, coordination with applicable local, state, and federal jurisdictions, and regulatory permit

acquisition.

The initial scope of work for each project will be established prior to the issuing of a task order; dependent

upon the Project’s needs, firms may be requested to perform various estimation tasks at different phases

of design and construction. Qualifications and Proposals (RFP) are for Cost Management and

Construction Estimating Services. These services include but are not limited to;

1. Providing a wide range of cost estimates and reconciliation exercises, including pre-

construction, concept, budgetary, design, construction, and engineer’s estimates.

2. Construction cost analysis.

3. Value Engineering estimating and analyzing financial consequences of design alternatives,

alternatives resulting from value engineering reviews of design and construction techniques,

and costs due to site and schedule constraints.


4. Providing project level cost and trend management services.

5. Establishing, review, and support management in making appropriate budgetary

contingencies and reviewing project risks.

6. Developing and maintaining procedures to forecast project costs and advise the County on

corrective actions if forecasted budgets are to be exceeded.

7. Preparing and reviewing cost benefit analysis.

8. Change order analysis and claim assistance.

9. Preparing and reviewing project hard and soft cost budget estimates, resulting in the

establishment of a project baseline budget.

10. Provide financial reports and at the end of each project defining any differences from the

project’s original budget cost versus all final projects costs that support the success or failure

on meeting the project budget.

Task Orders will be modified as scope needs increase or decrease.

The firm(s) shall also have experience working with the various regulatory agencies and have knowledge

of the various County permit application processes; not limited to Planning, Building, Environmental

Health, Public Works, and Fire; in addition to the following potential CEQA/ EIR agencies,

The capability of firms or individuals submitting proposals shall include estimating management services

that cover the full spectrum (“cradle-to-grave”) of their task, including owner representation, support and

recommendations pertaining to all tasks performed; due diligence, data gathering, information organization,

oversight and an analysis factors used to produce the final recommendation of a task.

The County may request from the consulting firm or individual any or all of the above tasks, according to

the nature of the project assigned. The firm must be so staffed as to render these services expeditiously

upon request.

The selected consultant(s) will become an integral member of the County’s implementation team. The

consultant(s) final selection is pending County Board of Supervisor’s approval of negotiated service

agreements.

Proposals will be considered only from firm(s) who can demonstrate the following minimum qualifications:

1. Consulting firm has demonstrated extensive Bay Area experience as well as in-house resources necessary to effectively provide the required services.

2. The personnel assigned to projects shall have significant experience in all phases of public sector construction with successful design-build and Construction Manager at Risk within the last five years in the State of California, and proposal shall indicate their names along with resumes.

3. Firms shall have extensive knowledge of available project delivery systems allowed under California Public Contract Code, and make such recommendations as to their applicability as appropriate.

4. Consultant and staff shall be knowledgeable of all applicable codes (including planning and building and the ancillary permit requirements), American with Disabilities Act, federal, state and local by-laws as applicable, including sustainability, conservation and practice of LEED principles and certification processes.

5. Firms shall achieve the project milestones set by the County.


COMPENSATION and LENGTH OF AGREEMENT

Firm(s) selected will be offered a NOT-TO-EXCEED contract in the amount of $600,000.00 (Six Hundred Thousand Dollars and no cents). The Project Development Unit will assign independent task orders as services are needed that will be subtracted from the overall not-to-exceed amount. The anticipated duration of the agreement will be for 3 years, with the term tentatively to begin summer 2017 and end summer 2020.

SECTION III – GENERAL TERMS AND CONDITIONS Read all Instructions. Read the entire RFP and all enclosures before preparing your proposal. Proposal Costs. Costs for developing proposals are entirely the responsibility of the proposer and shall not be charged to the County or otherwise reimbursed by the County. Proposal Becomes County Property. The RFP and all materials submitted in response to this RFP shall become the property of the County. Questions and Responses Process. Submit all questions relating to this RFP to the contact noted in

Section IV.

All questions must be received no later than August 2, 2017 by 5:00p.m. Addendums, additional information, responses to questions, and changes to this RFP, if warranted, will

be posted to the PDU website: www.smcpdu.org. It is the responsibility of each proposer to check the

website for changes and/or clarifications to the RFP prior to submitting a response. A proposer’s failure to

do so will not provide a ground for protest.

Alteration of Terms and Clarifications. No alteration or variation of the terms of this RFP is valid unless made or confirmed in writing by the County. Likewise, oral understandings or agreements not incorporated into the final contract are not binding on the County. If a proposer discovers any ambiguity, conflict, discrepancy, omission, or other error in the RFP, the

proposer must immediately notify the County of such error in writing and request modification or

clarification of the document. If a proposer fails to notify the County of an error in the RFP prior to the

date fixed for submission, the proposer shall submit a response at his/her own risk, and if the proposer

enters into a contract, the proposer shall not be entitled to additional compensation or time by reason of

the error or its later correction.

Modifications or clarifications to the RFP will be posted to the PDU website www.smcpdu.org as outlined

above without divulging the source of the request for same. The County may, at its discretion, also give

electronic notice by email to all parties who have notified the County of their electronic contact information

in response to this RFP, but no party that fails to receive email notice has any basis for protest given that

all clarifications will be available online. It is the obligation of all proposing parties to check the website for

updates regarding the RFP if they wish to be kept advised of clarifications prior to submitting a proposal.

Selection of Consultants(s). The selection of a consultant will be memorialized in the form of a “County Agreement with Independent Contractor” (see the enclosed sample of the Standard Contract Template), authorized by a resolution of the County Board of Supervisors and signed by both parties.

http://www.smcpdu.org/

http://www.smcpdu.org/


The County reserves the right to reject any or all proposals without penalty. The County’s waiver of any deviation in the proposal shall in no way modify the RFP documents or excuse the proposer from full compliance with any eventual contract. Once a consultant(s) are selected, the Agreement with that consultants must still be negotiated and

submitted to the San Mateo County Board of Supervisors for approval, and there is no contractual

agreement between the selected consultants unless and until the Board of Supervisors approves and the

County executes the Agreement. Selection of a proposal for negotiation of contract terms and eventual

submission to County leadership by way of an Agreement does not constitute an offer, and proposers

acknowledge by submission of a proposal that no agreement is final unless and until approved by the

Board of Supervisors.

Equal Benefits. Contractor shall comply with all laws relating to the provision of benefits to its employees

and their spouses or domestic partners, including, but not limited to, such laws prohibiting discrimination

in the provision of such benefits on the basis that the spouse or domestic partner of the Contractor’s

employee is of the same or opposite sex as the employee.

Jury Duty. The contractor must comply with the County Ordinance requiring that the contractor have and

adhere to a written policy that provides its full-time employees who live in San Mateo County with no

fewer than five days of regular pay for actual jury service in San Mateo County. This policy may provide

that employees deposit any fees received for such jury service with the contractor or that the contractor

deduct from the employee’s regular pay the fees received for jury service. See the Jury Service

Requirements Chapter 2.85 of the Ordinance Code of San Mateo County enclosure. If the proposer has

no employees that qualify for jury duty in San Mateo County, the proposer may satisfy this requirement by

providing the County with written confirmation of the fact that (1) it has no such employees and (2) it will

comply with the jury service pay ordinance with respect to any future qualifying employees.

Insurance. The County has certain insurance requirements that must be met. In most situations those

requirements include the following: the contractor must carry $1,000,000 or more in comprehensive

general liability insurance; the contractor must carry motor vehicle liability insurance, and if travel by car is

a part of the services being requested, the amount of such coverage must be at least $1,000,000; if the

contractor has two or more employees, the contractor must carry the statutory limit for workers’

compensation insurance; if the contractor or its employees maintain a license to perform professional

services (e.g., architectural, legal, medical, psychological, etc.), the contractor must carry professional

liability insurance; and generally the contractor must name the County and its officers, agents,

employees, and servants as additional insured on any such policies (except workers compensation).

Depending on the nature of the work being performed, additional requirements may need to be met.

Incomplete Proposals May be Rejected. If a proposer fails to satisfy any of the requirements identified

in this RFP, the proposer may be considered non-responsive and the proposal may be rejected.

Contact with County Employees. As of the issuance date of this RFP and continuing until the final date

for submission of proposals, all proposers are specifically directed not to hold meetings, conferences, or

technical discussions with any County employee for purposes of responding to this RFP except as

otherwise permitted by this RFP. Any proposer found to be acting in any way contrary to this directive

may be disqualified from entering into any contract that may result from this RFP.

Proposers should submit questions or concerns about the process as stated above. The proposer should

not otherwise ask any County employees questions about the RFP or related issues, either orally or by

written communication, unless invited to do so.


Group Purchasing Organization Participation. Proposers should keep in mind that the County is a

participant in more than one Group Purchasing Organization (GPO), and this RFP is open to those who

provide services under a GPO. Proposers should ensure their proposals are as competitive as possible

while also providing the highest quality services in order to be considered viable consultants for the listed

services. The County reserves the right to use GPO consultants if doing so is in the County’s best

interest, as determined solely by the County, even if that consultant does not submit a proposal in

response to this RFP.

Proposal Fees. Proposer may elect to present their proposal fee in a way that they deem more

competitive. General guidelines for different methods are below:

Reimbursable Expenses. If work authorized is based on time, equipment, and materials (T&M), all

reimbursable services shall require advanced authorization, in writing. All reimbursable expenses are on

an actual-cost basis. When invoicing for reimbursable costs, detailed back up shall be provided to the

County, including detailed material or equipment fees, receipts, hourly rates, time spent on tasks and a

description of the task (“Detailed Backup”). Use of sub consultants, previously authorized in writing, must

also present Detailed Backup.

Office overhead should be calculated into the line items within the classifications of the professional rate

schedule, and cannot be billed separately. Overhead includes, but is not limited to, accounting functions,

office functions, certified payroll compliance, office equipment, phone calls, maintaining books and

records, filing, word processing, dictation, office overhead, etc.

Deliverables in the original or electronically are not reimbursable (reports, photos, drawings, etc.), except

when additional hard copies are required.

Travel Costs.

There are some general guidelines regarding reimbursement rates that will apply. In general, the

following restrictions should be kept in mind:

a. Reimbursable Expenses shall not include Local Travel

b. Travel expense beyond Local Travel for travel by automobile shall be reimbursed at the current

rate set by the U.S. Government, and for travel by other means shall be the actual expense incurred by

Architect.

c. “Local Travel” means travel between Firm’s offices and San Mateo County, and travel to any

location within a fifty-mile radius of either Firm’s office or San Mateo County.

Reimbursement for the actual cost of lodging, meals, and incidental expenses (“LM&I Expenses”) is

limited to the then-current Continental United States (“CONUS”) rate for the location of the work being

done (San Mateo/Foster City/Belmont, California), as set forth in the Code of Federal Regulations and as

listed by the website of the U.S. General Services Administration (available online by searching

www.gsa.gov for the term ‘CONUS’); airline and car rental travel expenses (“Air & Car Expenses”) are

limited to reasonable rates obtained through a cost-competitive travel service (for example, a travel or

car-rental website), with air travel restricted to coach fares and car rental rates restricted to the mid-level

size range or below; and certain other reasonable travel expenses (“Other Expenses”) such as taxi fares,

parking costs, train or subway costs, etc. are reimbursable on an actual-cost basis.

If there are no air flights involved, rental cars and pay for rides, where allowed, are reimbursed at the

GSA rate from the office or place of ride origin, whichever is less.


Sub-consultants. All requirements of this RFP shall apply to any proposed sub-consultant, unless

compliance is waived in writing by the County in its sole discretion.

Subconsultants. All requirements of this RFP shall apply to any proposed subconsultant.

Miscellaneous. This RFP is not a commitment or contract of any kind. The County reserves the right to

pursue any and/or all ideas generated by this RFP. The County reserves the right to reject any and all

proposals and/or terminate the RFP process if deemed in the best interest of the County. Further, while

every effort has been made to ensure the information presented in this RFP is accurate and thorough, the

County assumes no liability for any unintentional errors or omissions in this document. The County

reserves the right to waive or modify any requirements of this RFP when it determines that doing so is in

the best interest of the County. Finally, the County may revise or clarify aspects of the required services

after proposals are submitted by communicating directly to some or all of the consultants that submitted

proposals.

The terms and conditions of this RFP, including any addendum, shall become a part of any agreement

resulting from this RFP.

SECTION IV – REQUEST FOR PROPOSAL PROCEDURE This section describes the general RFP procedure used by the County, and the remaining sections of this

RFP list detailed requirements.

A. CONTACT PERSON The contact person at the County for questions and proposal submissions for this RFP is:

Sam Lin - Manager, [email protected]

B. TENTATIVE SCHEDULE OF EVENTS Dates are subject to change

EVENT DATE

Release Request for Proposal 7/21/2017

Deadline to submit questions to the County 8/2/2017

Last addendum posted by 8/8/2017

Proposal Submission Deadline 8/21/2017@2:00PM

Review proposals 8/21-8/24/17

Selected Firm(s) Announced by PDU 8/25/17

Contract Phase 8/25-8/31/17

Recommendation to Board of Supervisors 9/12/2017


C. SUBMISSION OF PROPOSALS

Proposal: By submitting a proposal, each proposer certifies that its submission is not the result of collusion or any

other activity which would tend to directly or indirectly influence the selection process. The proposal will

be used to determine the proposer's capability of rendering the services to be provided. The failure of a

proposer to comply fully with the instructions in this RFP may eliminate its proposal from further

evaluation as determined in the sole discretion of the County. The County reserves the sole right to

evaluate the contents of proposals submitted in response to this RFP and to select a contractor, if any.

All responses must be received by the stated date and time in order to be considered for award. The

County will not be responsible for late proposals. Proposals received late will not be opened or given any

consideration for the proposed services unless doing so is deemed to be in the best interest of the

County, as determined in the sole discretion of the County.

D. CONFIDENTIALITY OF PROPOSALS California Government Code Sections 6250 et seq. (the “California Public Records Act” or the “Act”)

defines a public record as any writing containing information relating to the conduct of the public

business. The Act provides that public records shall be disclosed upon written request and that any

citizen has a right to inspect any public record unless the document is exempted from disclosure. The

materials submitted in response to this RFP are subject to the California Public Records Act.

Be advised that any contract that eventually arises from this RFP is a public record in its entirety. Also, all

information submitted in response to this RFP is itself a public record without exception. Submission of

any materials in response to this RFP constitutes a waiver by the submitting party of any claim that the

information is protected from disclosure. By submitting materials, (1) you are consenting to release of

such materials by the County if requested under the Public Records Act without further notice to you and

(2) you agree to indemnify and hold harmless the County for release of such information.

If the County receives a request for any portion of a document submitted in response to this RFP, the

County will not assert any privileges that may exist on behalf of the person or entity submitting the

proposal, and the County reserves the right to disclose the requested materials without notice to the party

who originally submitted the requested material. To the extent consistent with the Public Records Act and

applicable case law interpreting those provisions, the County and/or its officers, agents, and employees

retain discretion to release or withhold any information submitted in response to this RFP.

Submission of a proposal constitutes a complete waiver of any claims whatsoever against the County

and/or its officers, agents, or employees that the County has violated a proposer's right to privacy,

disclosed trade secrets, or caused any damage by allowing the proposal to be inspected.

E. PROPOSAL EVALUATION All proposals received will be evaluated by an RFP Evaluation Committee. During the evaluation process,

the County may require a proposer's representative to answer specific questions orally and/or in writing.

The County may also require a visit to the proposer's offices, other field visits or observations by County

representatives, or demonstrations as part of the overall RFP evaluation. Once a finalist or group of

finalists is selected, additional interactions or information may be required. The most qualified individual

or firm(s) will be recommended by the RFP Evaluation Committee based on the overall strength of each


proposal, and the evaluation will be focused on factors such as cost, past performance/ references, and

qualifications.

Responses to this RFP must adhere to the format for proposals detailed in Section V - PROPOSAL

SUBMISSION REQUIREMENTS. The criteria used as a guideline in the evaluation will include, but not

be limited to, the following:

Qualifications and experience of the entity, including capability and experience of key personnel

and experience with other public or private agencies to provide these services

Proposed approach, including clarity of understanding of the scope of services to be provided and

appropriateness of the proposed solution/services

Customer service

History of successfully performing services for public or private agencies

Ability to meet any required timelines or other requirements

Claims and violations against you or your organization

Cost to the County for the primary services described by this RFP

References

Compliance with County RFP and contractual requirements

The County may consider any other criteria it deems relevant, and the Evaluation Committee is free to

make any recommendations it deems to be in the best interest of the County. Inaccuracy of any

information supplied within a proposal or other errors constitute grounds for rejection of the proposal.

However, the County may, in its sole discretion, correct errors or contact a proposer for clarification.

Note that the County reserves the right to evaluate proposals solely based on each consultant's written

submission. In relation to written materials, evaluation will be performed only on the material included

directly in the proposal itself unless otherwise indicated or requested by the County. Your proposal must

be complete without relying on external websites, sales brochures, marketing materials or white papers.

The County reserves the right to accept proposals, which may not necessarily be the lowest cost.

F. PROPOSAL RECOMMENDATION The Evaluation Committee will recommend a consultants or consultants or may recommend that the

proposals be rejected. The County will then make its own decision as to whether to accept or reject the

recommendations from the Evaluation Committee. Ultimate acceptance or rejection of the recommended

proposal and execution of a contractual agreement is the independent prerogative of the County,

notwithstanding any recommendations made by the Evaluation Committee. The County reserves the

right to negotiate with any consultants to finalize an agreement in relation to the proposer's response.

G. NOTICE TO PROPOSERS The County is not required to give notice to proposers in any specific format or on any particular timeline.

At some point prior to execution of a final agreement for the requested services, the County will notify

those who submitted proposals of their non-selection. Proposers may be notified at different times

depending on the needs of the County.

H. PROTEST PROCESS If a proposer desires to protest the selection decision, the proposer must submit, by USPS mail, a written

protest within five (5) business days after the delivery of the notice about the decision. The written protest

should be submitted to the Project Development Unit as outlined below. Protests received after the

deadline will not be accepted. Protests must be in writing, must include the name and address of the


proposer, identify the RFP service requested, and must state all the specific grounds for the protest. A

protest that merely addresses a single aspect of the selected proposal (for example, comparing the cost

of the selected proposal in relation to the non-selected proposal) is not sufficient to support a protest. A

successful protest will include sufficient evidence and analysis to support a conclusion that the selected

proposal, taken as a whole, is an inferior proposal.

The County will respond to a protest within 14 business days of receiving it, and the County may, at its

election, set up a meeting with the proposer to discuss the concerns raised by the protest. The decision of

the County will be final. The protest letter must be addressed as follows, with a copy to the County

Contact Person:

Doug Koenig Interim Director of Project Development Unit

1402 Maple Street Redwood City, CA 94063

SECTION V – PROPOSAL SUBMISSION REQUIREMENTS The proposal should be submitted in the following format:

GENERAL INSTRUCTIONS All proposals should be in type-format and have a table of contents, cover letter, tabs 1 – 8 (at a

minimum), and page numbering.

All proposals should adhere to the specified content and sequence of information described by this RFP.

Provide the same information requested, for any consultants you intend to team with on this project.

The RFP response will be submitted to the County Contact Person in the form of five (5) hard copies

and one (1) electronic copy. Clearly mark on the envelope or cover of your RFP response.

A. COVER LETTER Provide a one page cover letter on your letterhead that includes your address, phone number and e-mail

address of the contact person or persons. List the name and title of each person authorized to represent

the proposer in negotiations.

Unless the proposer is an individual, all proposals must be signed with a firm/company/partnership/entity

name and by a responsible officer or employee indicating that officer or employee’s authorization to

commit the proposer to the terms of the proposal. Obligations assumed by such signature must be

fulfilled.

B. SPECIFIED CONTENT AND DETAILED SEQUENCE OF INFORMATION IN THE

RFP Each proposal should include sections addressing the following information in the order shown in the

following section. The proposer should be sure to include all information that it feels will enable the

Evaluation Committee and, ultimately, the County to make a decision. Failure of the proposer to provide

specific, detailed information may result in its proposal being rejected in favor of a sufficiently-detailed

proposal. Any necessary exhibits or other information, including information not specifically requested by

this RFP but that you feel would be helpful, should be attached to the end of the proposal. The party


submitting the materials should keep in mind the limitations on confidential information described in

Section IV.

C. TABBING OF SECTIONS TAB 1 Qualifications and Experience:

1) Provide a statement of qualifications for your organization, including an organization chart, a

statement of the size of firm, a description of services provided by your organization, and a

statement of the extent of experience/history providing the services requested by this RFP.

2) How many full time employees (FTEs) are you capable of assigning if you are selected?

3) How many people in total are employed by your company? Delineate between employees and

consultants.

4) If applicable, list the professional qualifications for every individual(s) that would be assigned to

provide services requested by this RFP, including date and educational institutions of any

applicable degrees, additional applicable training, and any professional certifications and/or

licensing. In lieu of listing this information, you may submit a resume or curriculum vitae for each

such individual if the resume/CV includes all the requested information.

TAB 2 Philosophy and Service Model:

This section describes your philosophy and service model for meeting the services required by this RFP.

Relevant considerations include the quality and feasibility of your approach to meeting these needs, the

manner in which you plan to provide adequate staffing (including planning for absences and back-up

coverage, training, background checks, and staff monitoring, etc.), and equipment or other resources

provided by you (if applicable). Keep these considerations in mind as you respond to the following:

1) Describe how you will fulfill the needs of the County described in this RFP. Attach a project plan,

if appropriate.

2) Identify how you will meet the requirements of the scope of work and related requirements stated

in the RFP. List any items that you cannot provide.

3) In the event of the identification of a problem by the County, its clients and/or other applicable

constituents, describe how you will address such problems and the timeframe for addressing

them.

TAB 3 Project Experience:

Provide the County with a listing of relevant projects completed by the firm in the past five years, at a

minimum. The list should include:

1) Title of project 2) Name of the entity 3) Brief description of the project, including value 4) Clients names and contact information

TAB 4 Claims, Licensure, Non-Discrimination, and Health Insurance Portability and Accountability

Act (HIPAA) Violations Against Your Organization:

List any current licensure, HIPAA, non-discrimination claims against you/your organization and those

having occurred in the past five years, especially any resulting in claims or legal judgments against you.


TAB 5 Proposal Fee and Professional Rates:

1) Provide a fee for all costs associated in providing the requested services, if your firm is selected.

This fee should be in the form of Time and Materials.

2) For all fee structures, include the classification of personnel and the hourly rate for each

classification.

3) List any additional services that you foresee may be necessary, if any, and list the proposed costs

for such services.

TAB 6 Cooperative Purchasing:

1) State whether the resultant contract can be extended to other San Mateo County departments

and/or public agencies in the San Francisco Bay area upon their request. Your response to this

inquiry will not affect the selection decision unless other factors are deemed to be equal by the

County.

TAB 7 References:

1) List at least three business references for which you have recently provided similar services, not

already named in Tab 3. Include contact names, titles, phone numbers and e-mail.

TAB 8 Statement of Compliance with County Contractual Requirements:

A sample of the County’s standard contract (including Exhibits A and B) is attached to this RFP. Each

proposal must include a statement of the proposer’s commitment and ability to comply with each of the

terms of the County’s standard contract, including but not limited to the following:

1) The County non-discrimination policy

2) The County equal employment opportunity requirements

3) County requirements regarding employee benefits

4) The County jury service pay ordinance

5) The hold harmless provision

6) County insurance requirements

7) All other provisions of the standard contract

In addition, the proposer should include a statement that it will agree to have any disputes regarding the

contract venued in San Mateo County or Northern District of California.

The proposal must state any objections to any terms in the County’s contract template and provide an

explanation for the inability to comply with the required term(s). If no objections are stated, the County will

assume the proposer is prepared to sign the County standard contract template as-is.

NOTE: The sample Standard Contract Template enclosed with this RFP is a template and does not

constitute the final agreement to be prepared for the selected service consultants. Do not insert any

information or attempt to complete the enclosed sample contract template. Once a consultant is selected,

the County will work with the selected consultants to draft a consultants-specific contract using the

template. However, each proposal should address the general terms of the standard contract as

requested within this RFP.


SECTION VI – ENCLOSURES and EXHIBITS Exhibit A—Services

Exhibit B—Payments and Rates

Attachment I—§ 504 Compliance

Attachment IP – Intellectual Property


Enclosure 1

AGREEMENT BETWEEN THE COUNTY OF SAN MATEO AND [Contractor name]

*******REMOVE ALL INSTRUCTIONAL NOTES IN RED BEFORE SENDING CONTRACT TO SERVICE PROVIDER)

This Agreement is entered into this _____ day of _______________ , 20_____, by and between the

County of San Mateo, a political subdivision of the state of California, hereinafter called “County,” and

[Insert contractor legal name here], hereinafter called “Contractor.

”Whereas, pursuant to Section 31000 of the California Government Code, County may contract with

independent contractors for the furnishing of such services to or for County or any Department thereof;

and;

Whereas, it is necessary and desirable that Contractor be retained for the purpose of

[Enter information here].

Now, therefore, it is agreed by the parties to this Agreement as follows

Exhibits and Attachments

The following exhibits and attachments are attached to this Agreement and incorporated into this

Agreement by this reference:

Exhibit A—Services

Exhibit B—Payments and Rates

Attachment I—§ 504 Compliance

Attachment IP – Intellectual Property

1. Services to be performed by Contractor

In consideration of the payments set forth in this Agreement and in Exhibit B, Contractor shall perform

services for County in accordance with the terms, conditions, and specifications set forth in this

Agreement and in Exhibit A.

2. Payments

In consideration of the services provided by Contractor in accordance with all terms, conditions, and

specifications set forth in this Agreement and in Exhibit A, County shall make payment to Contractor

based on the rates and in the manner specified in Exhibit B. County reserves the right to withhold

payment if County determines that the quantity or quality of the work performed is unacceptable. In no

event shall County’s total fiscal obligation under this Agreement exceed [write out amount] ($Amount). In

the event that the County makes any advance payments, Contractor agrees to refund any amounts in

excess of the amount owed by the County at the time of contract termination or expiration. Contractor is

not entitled to payment for work not performed as required by this agreement.

3. Term

Subject to compliance with all terms and conditions, the term of this Agreement shall be from

[Month and day] , 20[last 2 digits of start year], through [Month and day] , 20[last 2 digits of end year].


4. Termination

This Agreement may be terminated by Contractor or by the Director of Public Works or his/her designee

at any time without a requirement of good cause upon thirty (30) days’ advance written notice to the other

party. Subject to availability of funding, Contractor shall be entitled to receive payment for work/services

provided prior to termination of the Agreement. Such payment shall be that prorated portion of the full

payment determined by comparing the work/services actually completed to the work/services required by

the Agreement.

County may terminate this Agreement or a portion of the services referenced in the Attachments and

Exhibits based upon the unavailability of Federal, State, or County funds by providing written notice to

Contractor as soon as is reasonably possible after County learns of said unavailability of outside funding.

County may terminate this Agreement for cause. In order to terminate for cause, County must first give

Contractor notice of the alleged breach. Contractor shall have five business days after receipt of such

notice to respond and a total of ten calendar days after receipt of such notice to cure the alleged breach.

If Contractor fails to cure the breach within this period, County may immediately terminate this Agreement

without further action. The option available in this paragraph is separate from the ability to terminate

without cause with appropriate notice described above. In the event that County provides notice of an

alleged breach pursuant to this section, County may, in extreme circumstances, immediately suspend

performance of services and payment under this Agreement pending the resolution of the process

described in this paragraph. County has sole discretion to determine what constitutes an extreme

circumstance for purposes of this paragraph, and County shall use reasonable judgment in making that

determination.

5. Contract Materials

At the end of this Agreement, or in the event of termination, all finished or unfinished documents, data,

studies, maps, photographs, reports, and other written materials (collectively referred to as “contract

materials”) prepared by Contractor under this Agreement shall become the property of County and shall

be promptly delivered to County. Upon termination, Contractor may make and retain a copy of such

contract materials if permitted by law.

6. Relationship of Parties

Contractor agrees and understands that the work/services performed under this Agreement are

performed as an independent contractor and not as an employee of County and that neither Contractor

nor its employees acquire any of the rights, privileges, powers, or advantages of County employees.

7. Hold Harmless

a. General Hold Harmless

Contractor shall indemnify and save harmless County and its officers, agents, employees, and servants

from all claims, suits, or actions of every name, kind, and description resulting from this Agreement, the

performance of any work or services required of Contractor under this Agreement, or payments made

pursuant to this Agreement brought for, or on account of, any of the following:

(A) injuries to or death of any person, including Contractor or its employees/officers/agents;

(B) damage to any property of any kind whatsoever and to whomsoever belonging;


(C) any sanctions, penalties, or claims of damages resulting from Contractor’s failure to comply, if

applicable, with the requirements set forth in the Health Insurance Portability and Accountability

Act of 1996 (HIPAA) and all Federal regulations promulgated thereunder, as amended; or

(D) any other loss or cost, including but not limited to that caused by the concurrent active or

passive negligence of County and/or its officers, agents, employees, or servants. However,

Contractor’s duty to indemnify and save harmless under this Section shall not apply to injuries or

damage for which County has been found in a court of competent jurisdiction to be solely liable

by reason of its own negligence or willful misconduct.

The duty of Contractor to indemnify and save harmless as set forth by this Section shall include the duty

to defend as set forth in Section 2778 of the California Civil Code.

b. Intellectual Property Indemnification

Contractor hereby certifies that it owns, controls, and/or licenses and retains all right, title, and/or interest

in and to any intellectual property it uses in relation to this Agreement, including the design, look, feel,

features, source code, content, and/or other technology relating to any part of the services it provides

under this Agreement and including all related patents, inventions, trademarks, and copyrights, all

applications therefor, and all trade names, service marks, know how, and trade secrets (collectively

referred to as “IP Rights”) except as otherwise noted by this Agreement.

Contractor warrants that the services it provides under this Agreement do not infringe, violate, trespass,

or constitute the unauthorized use or misappropriation of any IP Rights of any third party. Contractor

shall defend, indemnify, and hold harmless County from and against all liabilities, costs, damages, losses,

and expenses (including reasonable attorney fees) arising out of or related to any claim by a third party

that the services provided under this Agreement infringe or violate any third-party’s IP Rights provided

any such right is enforceable in the United States. Contractor’s duty to defend, indemnify, and hold

harmless under this Section applies only provided that: (a) County notifies Contractor promptly in writing

of any notice of any such third-party claim; (b) County cooperates with Contractor, at Contractor’s

expense, in all reasonable respects in connection with the investigation and defense of any such third-

party claim; (c) Contractor retains sole control of the defense of any action on any such claim and all

negotiations for its settlement or compromise (provided Contractor shall not have the right to settle any

criminal action, suit, or proceeding without County’s prior written consent, not to be unreasonably

withheld, and provided further that any settlement permitted under this Section shall not impose any

financial or other obligation on County, impair any right of County, or contain any stipulation, admission,

or acknowledgement of wrongdoing on the part of County without County’s prior written consent, not to be

unreasonably withheld); and (d) should services under this Agreement become, or in Contractor’s opinion

be likely to become, the subject of such a claim, or in the event such a third party claim or threatened

claim causes County’s reasonable use of the services under this Agreement to be seriously endangered

or disrupted, Contractor shall, at Contractor’s option and expense, either: (i) procure for County the right

to continue using the services without infringement or (ii) replace or modify the services so that they

become non-infringing but remain functionally equivalent.

Notwithstanding anything in this Section to the contrary, Contractor will have no obligation or liability to

County under this Section to the extent any otherwise covered claim is based upon: (a) any aspects of

the services under this Agreement which have been modified by or for County (other than modification

performed by, or at the direction of, Contractor) in such a way as to cause the alleged infringement at

issue; and/or (b) any aspects of the services under this Agreement which have been used by County in a

manner prohibited by this Agreement.


The duty of Contractor to indemnify and save harmless as set forth by this Section shall include the duty

to defend as set forth in Section 2778 of the California Civil Code.

8. Assignability and Subcontracting

Contractor shall not assign this Agreement or any portion of it to a third party or subcontract with a third

party to provide services required by Contractor under this Agreement without the prior written consent of

County. Any such assignment or subcontract without County’s prior written consent shall give County the

right to automatically and immediately terminate this Agreement without penalty or advance notice.

9. Insurance

a. General Requirements

Contractor shall not commence work or be required to commence work under this Agreement unless and

until all insurance required under this Section has been obtained and such insurance has been approved

by County’s Risk Management, and Contractor shall use diligence to obtain such insurance and to obtain

such approval. Contractor shall furnish County with certificates of insurance evidencing the required

coverage, and there shall be a specific contractual liability endorsement extending Contractor’s coverage

to include the contractual liability assumed by Contractor pursuant to this Agreement. These certificates

shall specify or be endorsed to provide that thirty (30) days’ notice must be given, in writing, to County of

any pending change in the limits of liability or of any cancellation or modification of the policy.

Subconsultants must also comply with all requirements of this RFP.

b. Workers’ Compensation and Employer’s Liability Insurance

Contractor shall have in effect during the entire term of this Agreement workers’ compensation and

employer’s liability insurance providing full statutory coverage. In signing this Agreement, Contractor

certifies, as required by Section 1861 of the California Labor Code, that (a) it is aware of the provisions of

Section 3700 of the California Labor Code, which require every employer to be insured against liability for

workers’ compensation or to undertake self-insurance in accordance with the provisions of the Labor

Code, and (b) it will comply with such provisions before commencing the performance of work under this

Agreement.

c. Liability Insurance

Contractor shall take out and maintain during the term of this Agreement such bodily injury liability and

property damage liability insurance as shall protect Contractor and all of its employees/officers/agents

while performing work covered by this Agreement from any and all claims for damages for bodily injury,

including accidental death, as well as any and all claims for property damage which may arise from

Contractor’s operations under this Agreement, whether such operations be by Contractor, any

subcontractor, anyone directly or indirectly employed by either of them, or an agent of either of them.

Such insurance shall be combined single limit bodily injury and property damage for each occurrence and

shall not be less than the amounts specified below:

i. Comprehensive General Liability… $1,000,000

ii. Motor Vehicle Liability Insurance… $1,000,000

iii. Professional Liability………………. $1,000,000

County and its officers, agents, employees, and servants shall be named as additional insured on any

such policies of insurance, which shall also contain a provision that (a) the insurance afforded thereby to


County and its officers, agents, employees, and servants shall be primary insurance to the full limits of

liability of the policy and (b) if the County or its officers, agents, employees, and servants have other

insurance against the loss covered by such a policy, such other insurance shall be excess insurance only.

In the event of the breach of any provision of this Section, or in the event any notice is received which

indicates any required insurance coverage will be diminished or canceled, County, at its option, may,

notwithstanding any other provision of this Agreement to the contrary, immediately declare a material

breach of this Agreement and suspend all further work and payment pursuant to this Agreement.

10. Compliance With Laws

All services to be performed by Contractor pursuant to this Agreement shall be performed in accordance

with all applicable Federal, State, County, and municipal laws, ordinances, and regulations, including but

not limited to the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the Federal

Regulations promulgated thereunder, as amended (if applicable), the Business Associate requirements

set forth in Attachment H (if attached), the Americans with Disabilities Act of 1990, as amended, and

Section 504 of the Rehabilitation Act of 1973, which prohibits discrimination on the basis of disability in

programs and activities receiving any Federal or County financial assistance. Such services shall also be

performed in accordance with all applicable ordinances and regulations, including but not limited to

appropriate licensure, certification regulations, provisions pertaining to confidentiality of records, and

applicable quality assurance regulations. In the event of a conflict between the terms of this Agreement

and any applicable State, Federal, County, or municipal law or regulation, the requirements of the

applicable law or regulation will take precedence over the requirements set forth in this Agreement.

Contractor will timely and accurately complete, sign, and submit all necessary documentation of

compliance.

11. Non-Discrimination and Other Requirements

a. General Non-discrimination

No person shall be denied any services provided pursuant to this Agreement (except as limited by the

scope of services) on the grounds of race, color, national origin, ancestry, age, disability (physical or

mental), sex, sexual orientation, gender identity, marital or domestic partner status, religion, political

beliefs or affiliation, familial or parental status (including pregnancy), medical condition (cancer-related),

military service, or genetic information.

b. Equal Employment Opportunity

Contractor shall ensure equal employment opportunity based on objective standards of recruitment,

classification, selection, promotion, compensation, performance evaluation, and management relations

for all employees under this Agreement. Contractor’s equal employment policies shall be made available

to County upon request.

c. Section 504 of the Rehabilitation Act of 1973

Contractor shall comply with Section 504 of the Rehabilitation Act of 1973, as amended, which provides

that no otherwise qualified individual with a disability shall, solely by reason of a disability, be excluded

from the participation in, be denied the benefits of, or be subjected to discrimination in the performance of

any services this Agreement. This Section applies only to contractors who are providing services to

members of the public under this Agreement.

d. Compliance with County’s Equal Benefits Ordinance


Contractor shall comply with all laws relating to the provision of benefits to its employees and their

spouses or domestic partners, including, but not limited to, such laws prohibiting discrimination in the

provision of such benefits on the basis that the spouse or domestic partner of the Contractor’s employee

is of the same or opposite sex as the employee.

e. Discrimination Against Individuals with Disabilities

The nondiscrimination requirements of 41 C.F.R. 60-741.5(a) are incorporated into this Agreement as if

fully set forth here, and Contractor and any subcontractor shall abide by the requirements of 41 C.F.R.

60–741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability

and requires affirmative action by covered prime contractors and subcontractors to employ and advance

in employment qualified individuals with disabilities.

f. History of Discrimination

Contractor certifies that no finding of discrimination has been issued in the past 365 days against

Contractor by the Equal Employment Opportunity Commission, the California Department of Fair

Employment and Housing, or any other investigative entity. If any finding(s) of discrimination have been

issued against Contractor within the past 365 days by the Equal Employment Opportunity Commission,

the California Department of Fair Employment and Housing, or other investigative entity, Contractor shall

provide County with a written explanation of the outcome(s) or remedy for the discrimination prior to

execution of this Agreement. Failure to comply with this Section shall constitute a material breach of this

Agreement and subjects the Agreement to immediate termination at the sole option of the County.

g. Reporting; Violation of Non-discrimination Provisions

Contractor shall report to the County Manager the filing in any court or with any administrative agency of

any complaint or allegation of discrimination on any of the bases prohibited by this Section of the

Agreement or the Section titled “Compliance with Laws”. Such duty shall include reporting of the filing of

any and all charges with the Equal Employment Opportunity Commission, the California Department of

Fair Employment and Housing, or any other entity charged with the investigation or adjudication of

allegations covered by this subsection within 30 days of such filing, provided that within such 30 days

such entity has not notified Contractor that such charges are dismissed or otherwise unfounded. Such

notification shall include a general description of the circumstances involved and a general description of

the kind of discrimination alleged (for example, gender-, sexual orientation-, religion-, or race-based

discrimination).

Violation of the non-discrimination provisions of this Agreement shall be considered a breach of this

Agreement and subject the Contractor to penalties, to be determined by the County Manager, including

but not limited to the following:

i. termination of this Agreement;

ii. disqualification of the Contractor from being considered for or being awarded a County contract

for a period of up to 3 years;

iii. liquidated damages of $2,500 per violation; and/or

iv. imposition of other appropriate contractual and civil remedies and sanctions, as determined by

the County Manager.

To effectuate the provisions of this Section, the County Manager shall have the authority to offset all or

any portion of the amount described in this Section against amounts due to Contractor under this

Agreement or any other agreement between Contractor and County.


12. Compliance with County Employee Jury Service Ordinance

Contractor shall comply with Chapter 2.85 of the County’s Ordinance Code, which states that Contractor

shall have and adhere to a written policy providing that its employees, to the extent they are full-time

employees and live in San Mateo County, shall receive from the Contractor, on an annual basis, no fewer

than five days of regular pay for jury service in San Mateo County, with jury pay being provided only for

each day of actual jury service. The policy may provide that such employees deposit any fees received

for such jury service with Contractor or that the Contractor may deduct from an employee’s regular pay

the fees received for jury service in San Mateo County. By signing this Agreement, Contractor certifies

that it has and adheres to a policy consistent with Chapter 2.85. For purposes of this Section, if

Contractor has no employees in San Mateo County, it is sufficient for Contractor to provide the following

written statement to County: “For purposes of San Mateo County’s jury service ordinance, Contractor

certifies that it has no full-time employees who live in San Mateo County. To the extent that it hires any

such employees during the term of its Agreement with San Mateo County, Contractor shall adopt a policy

that complies with Chapter 2.85 of the County’s Ordinance Code.” The requirements of Chapter 2.85 do

not apply if this Agreement’s total value listed in the Section titled “Payments”, is less than one-hundred

thousand dollars ($100,000), but Contractor acknowledges that Chapter 2.85’s requirements will apply if

this Agreement is amended such that its total value meets or exceeds that threshold amount.

13. Retention of Records; Right to Monitor and Audit

(a) Contractor shall maintain all required records relating to services provided under this Agreement for

three (3) years after County makes final payment and all other pending matters are closed, and

Contractor shall be subject to the examination and/or audit by County, a Federal grantor agency, and the

State of California.

(b) Contractor shall comply with all program and fiscal reporting requirements set forth by applicable

Federal, State, and local agencies and as required by County.

(c) Contractor agrees upon reasonable notice to provide to County, to any Federal or State department

having monitoring or review authority, to County’s authorized representative, and/or to any of their

respective audit agencies access to and the right to examine all records and documents necessary to

determine compliance with relevant Federal, State, and local statutes, rules, and regulations, to

determine compliance with this Agreement, and to evaluate the quality, appropriateness, and timeliness

of services performed.

14. Merger Clause; Amendments

This Agreement, including the Exhibits and Attachments attached to this Agreement and incorporated by

reference, constitutes the sole Agreement of the parties to this Agreement and correctly states the rights,

duties, and obligations of each party as of this document’s date. In the event that any term, condition,

provision, requirement, or specification set forth in the body of this Agreement conflicts with or is

inconsistent with any term, condition, provision, requirement, or specification in any Exhibit and/or

Attachment to this Agreement, the provisions of the body of the Agreement shall prevail. Any prior

agreement, promises, negotiations, or representations between the parties not expressly stated in this

document are not binding. All subsequent modifications or amendments shall be in writing and signed by

the parties.

15. Controlling Law; Venue

The validity of this Agreement and of its terms, the rights and duties of the parties under this Agreement,

the interpretation of this Agreement, the performance of this Agreement, and any other dispute of any


nature arising out of this Agreement shall be governed by the laws of the State of California without

regard to its choice of law or conflict of law rules. Any dispute arising out of this Agreement shall be

venued either in the San Mateo County Superior Court or in the United States District Court for the

Northern District of California.

16. Notices

Any notice, request, demand, or other communication required or permitted under this Agreement shall

be deemed to be properly given when both: (1) transmitted via facsimile to the telephone number listed

below or transmitted via email to the email address listed below; and (2) sent to the physical address

listed below by either being deposited in the United States mail, postage prepaid, or deposited for

overnight delivery, charges prepaid, with an established overnight courier that provides a tracking number

showing confirmation of receipt.

In the case of County, to:

Name/Title: [insert]

Address: [insert]

Telephone: [insert]

Facsimile: [insert]

Email: [insert]

In the case of Contractor, to:

Name/Title: [insert]

Address: [insert]

Telephone: [insert]

Facsimile: [insert]

Email: [insert]

17. Electronic Signature

Both County and Contractor wish to permit this Agreement and future documents relating to this

Agreement to be digitally signed in accordance with California law and County’s Electronic Signature

Administrative Memo. Any party to this Agreement may revoke such agreement to permit electronic

signatures at any time in relation to all future documents by providing notice pursuant to this Agreement.

* * *

THIS CONTRACT IS NOT VALID UNTIL SIGNED BY ALL PARTIES. NO WORK WILL COMMENCE

UNTIL THIS DOCUMENT HAS BEEN SIGNED BY THE COUNTY PURCHASING AGENT OR

AUTHORIZED DESIGNEE.

For Contractor:

Signature Date Print Name Title

For County of San Mateo:

Department Head Signature Date Print Department Head Name


THIS PAGE LEFT BLANK INTENTIONALLY


Exhibit A (Services)

In consideration of the payments set forth in Exhibit B, Contractor shall provide the following services:

Selected firms will be required to perform the following scope of services:

The initial scope of work for each project will be established prior to the issuing of a task order; dependent

upon the Project’s needs, firms may be requested to perform various estimation tasks at different phases

of design and construction. for Qualifications and Proposals (RFP) is for Cost Management and

Construction Estimating Services. These services include but are not limited to;

1. Providing a wide range of cost estimates and reconciliation exercises, including pre-

construction, concept, budgetary, design, construction, and engineer’s estimates.

2. Construction cost analysis.

3. Value Engineering estimating and analyzing financial consequences of design alternatives,

alternatives resulting from value engineering reviews of design and construction techniques,

and costs due to site and schedule constraints.

4. Providing project level cost and trend management services.

5. Establishing, review, and support management in making appropriate budgetary

contingencies and reviewing project risks.

6. Developing and maintaining procedures to forecast project costs and advise the County on

corrective actions if forecasted budgets are to be exceeded.

7. Preparing and reviewing cost benefit analysis.

8. Change order analysis and claim assistance.

9. Preparing and reviewing project hard and soft cost budget estimates, resulting in the

establishment of a project baseline budget.

10. Provide financial reports and the end of each project defining any differences the from the

project’s original budget cost versus all final projects costs that support the success or failure

on meeting the project budget.

Task Orders will be modified as scope needs increase or decrease.


Exhibit B (Fee Schedule)

In consideration of the services provided by Consultant described in Exhibit A and subject to the terms of

the Agreement, County shall pay Contractor based on the following fee schedule and terms:


Attachment 1 Assurance of Compliance with Section 504 of the Rehabilitation Act of 1973, as Amended

The undersigned (hereinafter called "Contractor(s)") hereby agrees that it will comply with Section 504 of the Rehabilitation Act of 1973, as amended, all requirements imposed by the applicable DHHS regulation, and all guidelines and interpretations issued pursuant thereto.

The Contractor(s) gives/give this assurance in consideration of for the purpose of obtaining contracts after the date of this assurance. The Contractor(s) recognizes/recognize and agrees/agree that contracts will be extended in reliance on the representations and agreements made in this assurance. This assurance is binding on the Contractor(s), its successors, transferees, and assignees, and the person or persons whose signatures appear below are authorized to sign this assurance on behalf of the Contractor(s).

The Contractor(s): (Check a or b)

☐ a. Employs fewer than 15 persons.

☐ b. Employs 15 or more persons and, pursuant to section 84.7 (a) of the regulation (45 C.F.R.

84.7 (a), has designated the following person(s) to coordinate its efforts to comply with the DHHS regulation.

Name of 504 Person:

Name of Contractor(s):

Street Address or P.O. Box:

City, State, Zip Code:

I certify that the above information is complete and correct to the best of my knowledge

Signature:

Title of Authorized Official:

Date:

*Exception: DHHS regulations state that: "If a recipient with fewer than 15 employees finds that, after consultation with a disabled person seeking its services, there is no method of complying with (the facility accessibility regulations) other than making a significant alteration in its existing facilities, the recipient may, as an alternative, refer the handicapped person to other providers of those services that are accessible."


Issued by County of San Mateo Contract Compliance Committee August 5, 2013

Attachment IP

Intellectual Property Rights

1. The County of San Mateo (“County”), shall and does own all titles, rights and interests in all Work

Products created by Contractor and its subcontractors (collectively “Vendors”) for the County under this Agreement. Contractor may not sell, transfer, or permit the use of any Work Products without the express written consent of the County.

2. “Work Products” are defined as all materials, tangible or not, created in whatever medium pursuant to this Agreement, including without limitation publications, promotional or educational materials, reports, manuals, specifications, drawings and sketches, computer programs, software and databases, schematics, marks, logos, graphic designs, notes, matters and combinations thereof, and all forms of intellectual property.

3. Contractor shall not dispute or contest, directly or indirectly, the County’s exclusive right and title to the Work Products nor the validity of the intellectual property embodied therein. Contractor hereby assigns, and if later required by the County, shall assign to the County all titles, rights and interests in all Work Products. Contractor shall cooperate and cause subcontractors to cooperate in perfecting County’s titles, rights or interests in any Work Product, including prompt execution of documents as presented by the County.

4. To the extent any of the Work Products may be protected by U.S. Copyright laws, Parties agree that the County commissions Vendors to create the copyrightable Work Products, which are intended to be work-made-for-hire for the sole benefit of the County and the copyright of which is vested in the County.

5. In the event that the title, rights, and/or interests in any Work Products are deemed not to be “work-made-for-hire” or not owned by the County, Contractor hereby assigns and shall require all persons performing work pursuant to this Agreement, including its subcontractors, to assign to the County all titles, rights, interests, and/or copyrights in such Work Product. Should such assignment and/or transfer become necessary or if at any time the County requests cooperation of Contractor to perfect the County’s titles, rights or interests in any Work Product, Contractor agrees to promptly execute and to obtain execution of any documents (including assignments) required to perfect the titles, rights, and interests of the County in the Work Products with no additional charges to the County beyond that identified in this Agreement or subsequent change orders. The County, however, shall pay all filing fees required for the assignment, transfer, recording, and/or application.

6. Contractor agrees that before commencement of any subcontract work it will incorporate this Attachment IP (Intellectual Property Rights) to contractually bind or otherwise oblige its subcontractors and personnel performing work under this Agreement such that the County’s titles, rights, and interests in Work Products are preserved and protected as intended herein.

Issued by County of San Mateo Contract Compliance Committee July 1, 2013

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